QuickBooks Integration
import { Aside } from ‘@astrojs/starlight/components’;
What it will do
Section titled “What it will do”The QuickBooks integration keeps your CRM and accounting in sync. Invoices created in HARi flow to QuickBooks, and payments recorded in QuickBooks update your CRM.
Planned features
Section titled “Planned features”- Invoice sync: invoices created in HARi are automatically created in QuickBooks
- Payment reconciliation: when a payment is recorded in QuickBooks, the HARi invoice is marked as paid
- Customer sync: HARi companies/contacts sync to QuickBooks customers
- Product sync: HARi products sync to QuickBooks items
- Tax mapping: map HARi tax rates to QuickBooks tax codes
How it will work
Section titled “How it will work”- Go to Settings > Integrations > QuickBooks
- Click Connect to QuickBooks
- Authorize HARi via OAuth
- Map HARi entities to QuickBooks objects (companies to customers, products to items)
- Choose sync direction (one-way or bidirectional)
Current alternative: QuickBooks via Zapier
Section titled “Current alternative: QuickBooks via Zapier”Connect QuickBooks and HARi today using Zapier:
- Set up a trigger in Zapier: HARi Webhook > Invoice Created
- Add a QuickBooks action: Create Invoice
- Map line items, customer, amounts, and tax
- Invoices created in HARi automatically appear in QuickBooks
What data will sync
Section titled “What data will sync”| Direction | Data |
|---|---|
| HARi to QuickBooks | Invoices, customers, products |
| QuickBooks to HARi | Payments, payment status |
| Bidirectional | Customer/company details |
Request early access
Section titled “Request early access”Want to be notified when the QuickBooks integration launches? Contact us to join the early access list.